Services
RETIREMENT PLAN CONSULTING
Casey Wealth Management, Inc. (CWMI) is a premier 401(k)Plan Consultant, focused on the design and monitoring of 401(k) and Profit-Sharing Plans for both private and public sectors. Members of our staff have distinct professional backgrounds that markedly increase the overall level of satisfaction experienced by clients.
Beyond typical financial services industry experience, we staff professionals with diverse corporate experience, including Human Resources, Corporate Finance and Accounting, and Entrepreneurship; along with being active 401(k) plan participants, as well. We not only prescribe the “medicine”, we also take the same “medicine”. We feel that these very qualities allow us to stand apart from others, who primarily sell, but rarely service.
With every action we take, we continue to concentrate on the true purpose of a Retirement Plan – providing employees the opportunity to achieve long-term financial security through habitual savings and proper diversification.
We aspire to provide critical fiduciary and compliance assistance to plan trustees, actively participate within investment committees, offer employees practical educational opportunities and assist in measurably increasing plan participation annually.